Matthew Bazzica – The Empty Nesters Advice Group
Financial Planner, Empty Nesters Advice Group, Adelaide
What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand.
By them answering the right questions, and by mapping it out, it allows them to see the bigger picture and how everything can be put in place from an estate planning point of view. And how they want their assets to be distributed. We just find the process really easy. And the tool is fantastic and a great way to engage with our clients.